Expert Banking Advisor- EN

4 weeks ago


Montreal, Canada RBC Full time

Join to apply for the Expert Banking Advisor- EN role at RBC Applicants may need to offer and maintain mobility between branch locations listed in the “Job Available at Other Locations” section. The ability and willingness to travel or work from any RBC location listed in this section is a condition of employment. What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients by adding value in the moments that matter to them. You provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs. What will you do? Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients. Communicate effectively to uncover client needs, deliver client‑centric advice, solutions and proactively resolve client concerns at first point of contact. Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients" entire suite of financial needs, both personal and business. Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances. Champion digital enablement by proactively educating our clients to self‑serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice. Make good use of technology to connect with clients both virtually and face to face. Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community. Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice. What do you need to succeed? Must‑have Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec) 1–2 years of proven sales experience in the financial services industry, handling credit and investments Demonstrated ability to build trust and maintain long‑term client relationships Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.) Bilingualism (English and French) required, as you will regularly serve our clients with English and French‑speaking needs. Nice‑to‑have Active in developing a solid network in the local community. What's in it for you? A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation. A world‑class training program in financial services. Excellent career development and access to a variety of job opportunities across business and geographies. Leaders who support your development through coaching and managing opportunities. Work in a dynamic, collaborative, progressive, and high‑performing team. Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy Additional Job Details Address: 106 BEAUREPAIRE DR, BEACONSFIELD City: Beaconsfield Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-01 Application Deadline: 2026-03-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. #J-18808-Ljbffr



  • Montreal, Canada RBC Full time

    Expert Banking Advisor (EN) Join to apply for the Expert Banking Advisor- EN role at RBC. Job Description As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients by adding value in the moments that matter. You provide proactive, professional advice, collaborate with RBC partners, and...


  • Montreal, Canada RBC Full time

    Expert Banking Advisor (EN) Join to apply for the Expert Banking Advisor- EN role at RBC. Job Description As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients by adding value in the moments that matter. You provide proactive, professional advice, collaborate with RBC partners, and...


  • Montreal, Canada RBC Full time

    Join to apply for the Expert Banking Advisor- EN role at RBC What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC...


  • Montreal, Canada RBC Full time

    Join to apply for the Expert Banking Advisor- EN role at RBC What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC...


  • Montreal, Canada RBC Full time

    Expert Banking Advisor – EN Join RBC as an Expert Banking Advisor. Through proactive, professional advice you will attract, nurture, and grow relationships with high‑value personal and small business clients, delivering a comprehensive advice experience for everyday banking, investments, and credit. Required mobility: You must offer and maintain mobility...


  • Montreal, Canada RBC Full time

    Join to apply for the Expert Banking Advisor- EN role at RBC Applicants may need to offer and maintain mobility between branch locations listed in the “Job Available at Other Locations” section. The ability and willingness to travel or work from any RBC location listed in this section is a condition of employment. What is the opportunity? As an RBC...


  • Montreal, Canada Royal Bank of Canada> Full time

    Job DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...


  • Montreal, Canada Royal Bank of Canada> Full time

    Job Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...

  • Banking Advisor

    3 weeks ago


    Montreal, Canada National Bank of Canada Full time

    Banking Advisor – National Bank of Canada Join the National Bank of Canada as a Banking Advisor in the ABS team. You will act as a one‑stop shop for clients’ personal banking needs, building lasting relationships with internal and external partners. Responsibilities Maintain ongoing communication with clients, investment advisors and external partners....

  • Banking Advisor

    2 weeks ago


    Montreal, Canada National Bank of Canada Full time

    Join to apply for the Banking Advisor role at National Bank of Canada3 days ago Be among the first 25 applicantsJoin to apply for the Banking Advisor role at National Bank of CanadaGet AI-powered advice on this job and more exclusive features.Youtube VideoA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live...